Articles
The CII and PFS have announced the winners of their inaugural Apprenticeship Awards, celebrating the achievements of exceptional apprentices from across the UK in seven different categories.
After a review launched earlier this year the DWP has concluded that The Pensions Regulator is “broadly well-run and well-regarded” but has set out a series of recommendations to improve the regulator.
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Fast-growing Financial Planner and wealth manager Kingswood Group has ruled out a sale of the business after a strategic review.
Nucleus Financial Platforms chief commercial officer Alex Kovach will step down at the end of the year and be replaced by the group’s chief financial officer Mike Regan, subject to regulatory approval.
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Financial Planner Life Partners, an adviser training initiative, has partnered with training and support company NextGen Planners to launch The Financial Planner Life Academy which is offering training for a pay-as-you-go £19.99 a month subscription.
City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.
Fraser Donaldson: DFMs see avalanche of new portfolios
Written by Kat MitchellInvestment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
City of London futures broker ADM Investor Services International has been fined £6,470,600 by the FCA for inadequate anti-money laundering systems and controls.